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Дата публикации: 21-10-2026 14:00:00

Not sure what to make of the WSJ’s report on Anthropic’s draft IPO prospectus:
The company is on the hook to pay around $450 billion in cloud computing agreements over the next seven to ten years. The bulk of these deals are noncancelable.
Not great. They probably should’ve built data centers a year ago like OpenAI did. I don’t believe AI is a bubble, but this IPO makes it feel like it, and a lot of companies will fail.


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Oct 21, 2026

Not sure what to make of the WSJ’s report on Anthropic’s draft IPO prospectus:

The company is on the hook to pay around $450 billion in cloud computing agreements over the next seven to ten years. The bulk of these deals are noncancelable.

Not great. They probably should’ve built data centers a year ago like OpenAI did. I don’t believe AI is a bubble, but this IPO makes it feel like it, and a lot of companies will fail.

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